BJ Bertacco, Financial Advisor located in Sebastopol, CA

Financial Advisor
BJ Bertacco

MBA, CEPA®, AWMA®, CRPS™
7182 Healdsburg Ave Suite A, Sebastopol, CA 95472opens in a new window
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Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AWMA®

    Accredited Wealth Management Advisor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Team Members

  • Francesca Norton
    Sr. Branch Office Administrator
    FPQP®
  • Julie Dunn
    Associate Financial Advisor
  • Kimberly Schott
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(707) 823-4708

Fax

(888) 231-7584

Office Address

7182 Healdsburg Ave Suite A
Sebastopol, CA 95472opens in a new window

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